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Create a custom Purchase Date field in ConnectWise Automate for two-way sync
Create a custom Purchase Date field in ConnectWise Automate for two-way sync
Randy White avatar
Written by Randy White
Updated over a week ago

This article outlines how to create a Purchase Date custom field in ConnectWise Automate to support Two-Way Sync from within Lifecycle Manager.

Create a custom Purchase Date field in ConnectWise Automate

In the ConnectWise Automate REST integration, a custom Purchase Date field enables Two-Way Synchronization of purchase dates.

Please note that a custom field for Warranty Expiration Date is not required as the native warranty end date field in ConnectWise Automate is used for the REST API integration Two-Way sync.

  1. Open the ConnectWise Automate Control Center application and sign in using your ConnectWise Automate server address and credentials.

  2. Within the ConnectWise menu, navigate to the System menu in the bottom-left corner.

  3. In the System menu, click Configuration > Dashboard.

  4. On the System Dashboard screen, click the Config tab, and then click the Configurations subtab.

  5. Click the Additional Fields tab.

  6. Please make sure the Computers Data Screen has focus by clicking the Computers tab.

  7. You must create a custom Purchase Date field in your CW Automate account:
    All purchase dates will be written in ISO8601 format, and any manually added dates should also be in ISO8601 format (yyyy-MM-dd).

    1. In the Field Name entry box, enter Purchase Date.

    2. Set the Field Type as Text.

  8. Click the Add button.

  9. The Purchase Date field is added under the Computers tab. If you don’t see the new field, click the Refresh List button.

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